Monday.com

Terraquip – Drilling Rig Sales & Service

For Terraquip, we developed a customised monday.com with a tailored CRM, automated spare parts inventory management, automated client quoting and invoicing through Xero and detailed dashboards of all company sales and operations.

Steinbok – Quoting, Sales & Workflow Automation

For Steinbok, took their sales system from spreadsheets and note pads to an entirely automated Monday.com system that incorporates AI lead research, personalised SMS, lead scoring, cold outreach, warehouse and logistics tracking, extensive dashboards and even inventory management. Half the admin and double the conversions. Our favourite outcome.

NDIS Providers – Participant & Service Management

For disability service providers, monday.com can become a complete operational hub. We build systems that manage participant onboarding, service agreements, support worker allocations, compliance requirements, incident reporting, care plan reviews, funding periods and automated reminders. This provides management with real-time visibility while reducing paperwork and manual administration.

Event Businesses – End-to-End Event Management

For our own events business, which delivers thousands of events annually, monday.com manages the entire customer journey. Enquiries are captured automatically, qualified, quoted, converted into bookings, allocated to staff, scheduled, tracked and reported on. Inventory, contractors, communications, payments and event logistics are all managed through a single platform, creating a highly automated operation capable of scaling without additional administration.

Manufacturing & Distribution Businesses

For businesses generating significant sales volume, we’ve developed systems that connect quotes, inventory, stock allocation and fulfilment processes. Accepted quotes can automatically trigger stock allocation, update inventory levels, notify teams when stock runs low and provide management with complete operational visibility.

Enterprise Workflow Automation

For larger organisations, we’ve used monday.com as the central operating platform that connects websites, CRM systems, email platforms, SMS communications, forms, reporting tools and operational teams. This creates a single source of truth and removes the need for staff to manually move information between systems.

What monday.com Can Do For Your Business

• Lead management and sales pipelines

• Quoting and approval workflows

• Job and project management

• Staff scheduling and resource allocation

• Customer onboarding processes

• Inventory and stock management

• Compliance and audit tracking

• Automated email and SMS communication

• Dashboard reporting and KPI tracking

• Integration with websites, CRMs, accounting software and operational systems

The real power of monday.com comes when it becomes the central operating system for your business. Our role is to design, implement and automate that system so your team spends less time on administration and more time delivering results.